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Maddie’s Bio
🌟 Why I Do What I Do
I stand by the belief that financial planning isn’t about growing numbers on a spreadsheet; it’s about helping you align clients’ financial resources with their most deeply held values and goals. Your money shouldn’t drive the decisions you make about life. The life you want to create should drive the choices around your finances.
🎓 Industry Expertise
As a Certified Financial Planner™, I’ve met rigorous education, training, and ethical standards. I am committed to serving my clients’ best interests today to prepare them for a more secure tomorrow.
🛠️ Specialties and Skills
• Financial Planning
• Number & Data Analysis
• Presentations & Public Speaking
• Client Education
• Complex Problem Solving
• Resourcefulness
• Graphic Design & Brand Development
• Relationship Building
• Communication
📊 Data to Back Results
• Helped clients increase their savings rate by an average of 25%
• 95% client retention rate over 5 years
• Assisted in achieving financial independence for 30+ clients
Preserve, Protect, and Perpetuate your Wealth
Summer Hours
Company Info
Careers
Summer Hours
To give our staff time to spend with their families this summer, we will close every other Friday at 1 pm. Thank You for your patience and understanding. Happy Summer!
May 24ᵗʰ – August 30ᵗʰ
Fridays Off at 1pm:
May 24
June 7
June 21
July 5
July 19
August 2
August 16
August 30
Strategies / Services
Careers
Summer Hours
Strategies / Services
Careers
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Prevail
The website has several strategies and topics discussed throughout the content. It is important for prospective clients and website visitors to know there are different entities that offer specific levels of advice, support, or guidance. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Real Estate Opportunities, LLC a propriety real estate division. Prevail Innovative Wealth Advisors, LLC, Prevail Innovative Real Estate Opportunities, LLC and Prevail Strategies, LLC have common ownership and control.
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